{"id":12764,"date":"2025-12-01T12:41:53","date_gmt":"2025-12-01T12:41:53","guid":{"rendered":"https:\/\/connectwithfund.com\/?p=12764"},"modified":"2025-12-01T12:41:54","modified_gmt":"2025-12-01T12:41:54","slug":"wall-street-breakfast-podcast-japanese-yields-causing-tremors-undefinedusdjpy","status":"publish","type":"post","link":"https:\/\/connectwithfund.com\/?p=12764","title":{"rendered":"Wall Street Breakfast Podcast: Japanese Yields Causing Tremors (undefined:USD:JPY)"},"content":{"rendered":"<div data-test-id=\"content-container\">\n<p data-eci=\"true\">\n<figure class=\"getty-figure\" data-type=\"getty-image\"><picture>  <\/picture><figcaption> <\/figcaption><\/figure>\n<\/p>\n<p>Listen below or on the go via Apple Podcasts and Spotify<\/p>\n<div class=\"pcast hidden-print\">\n<div class=\"pcast__section-1\">\n    <img decoding=\"async\" alt=\"\" class=\"pcast__top-img pcast__marketing\" src=\"https:\/\/connectwithfund.com\/wp-content\/uploads\/2025\/09\/podcast_series_header.png\" loading=\"lazy\">\n  <\/div>\n<p><iframe loading=\"lazy\" src=\"https:\/\/widget.spreaker.com\/player?episode_id=68816842&amp;theme=light&amp;playlist=false&amp;playlist-continuous=false&amp;chapters-image=true&amp;episode_image_position=right&amp;hide-logo=true&amp;hide-likes=true&amp;hide-comments=true&amp;hide-sharing=true&amp;hide-download=true&amp;color=ff6900\" width=\"100%\" height=\"200px\" title=\"Japanese bonds are spooking the globe\" frameborder=\"0\" sap-id=\"4\"><\/iframe><\/p>\n<\/div>\n<p>Carry-trade worries grow as Japen yields hit levels not seen since 2008. (0:15) Databricks is looking at a valuation of $134B. (1:36) Trump says he now knows who he\u2019ll pick as next Fed chair. (2:11)<\/p>\n<p>The following in an abridged transcript:<\/p>\n<p>A sharp jump in Japanese government bond yields to the highest levels since 2008 is rippling through global markets, stoking carry-trade concerns and weighing on risk assets.<\/p>\n<p>JGBs sold off after Bank of Japan Governor Kazuo Ueda telegraphed a rate increase this month. The 2-year yield, the most sensitive to policy expectations, rose above 1%, its highest level since 2008. The 5-year yield climbed close to 1.4%, while the benchmark 10-year jumped above 1.85% \u2014 the highest level since 2008 as well. And The yen (USD:JPY) (JPY:USD) strengthened vs. the dollar.<\/p>\n<p>Ueda said: \u201cIf the outlook for economic activity and prices outlined so far is realized, the bank \u2026 will continue to raise the policy interest rate and adjust the degree of monetary accommodation.\u201d<\/p>\n<p>U.S. stock index futures (SPX) (US100:IND) (INDU) fell and bitcoin (BTC-USD) sank below $87,000 as investors assessed the risk that rising JGB yields could unwind long-standing yen-funded carry trades.<\/p>\n<p>Japanese institutions have been major buyers of overseas bonds, including U.S. Treasuries (TBT) (TLT), and higher domestic yields raise the risk of capital being repatriated.<\/p>\n<p>Societe Generale strategist Albert Edwards \u2014 who refers to himself as an Uber Bear \u2014 recently described the surge in JGB yields as the most significant threat to global markets since the post-crisis era of bond-yield suppression began, warning it could undermine the equity bull market.<\/p>\n<p>Data analytics company Databricks is in discussions to raise about $5B at a $134B valuation, which is nearly 32x this year&#8217;s expected sales of about $4.1B. That\u2019s according to The Information.<\/p>\n<p>Databricks, whose competitors include data cloud platforms such as Snowflake (SNOW), has raised its sales forecast at least twice this year. It now anticipates sales to rise by 55% this year.<\/p>\n<p>Databricks also told investors its gross margin is declining faster than expected, to 74% compared to an earlier plan for 77%, due to growing usage of its AI products.<\/p>\n<p>And President Donald Trump said Sunday he knows who he is going to pick as the next chair of the Federal Reserve and will announce his decision soon.<\/p>\n<p>But while speaking to reporters Trump declined to confirm that Jerome Powell&#8217;s successor would be prediction-markets favorite Kevin Hassett, the current director of the National Economic Council.<\/p>\n<p>Hassett now has a 77% of getting the nomination, according to bets placed on Kalshi. His odds have risen sharply since Tuesday when they were just below 40%. Former Fed Governor Kevin Warsh and Fed Governor Christopher Waller round out the top three.<\/p>\n<p>Speaking on the Sunday shows earlier, Hassett said he would be happy to serve as Fed chief if Trump picks him.<\/p>\n<p>Now Here\u2019s What\u2019s Trending on Seeking Alpha:<\/p>\n<p>Amazon, Google are teaming up to unveil a multicloud service for interconnectivity.<\/p>\n<p>Accenture is now calling employees &#8216;reinventors&#8217; in a move to embrace AI.<\/p>\n<p>NIO reports a 76% rise in November vehicle deliveries.<\/p>\n<p>Catalyst Watch:<\/p>\n<ul>\n<li>Amazon (AMZN) will hold its big annual cloud conference in Las Vegas starting today. AWS re:Invent will have a heavy focus on agentic AI, infrastructure, and hands-on technical content.<\/li>\n<\/ul>\n<p>On the economic calendar<\/p>\n<ul>\n<li>10:00 a.m. ET \u2013 November ISM Manufacturing Index<\/li>\n<\/ul>\n<p>Editor&#8217;s Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.<\/p>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/seekingalpha.com\/article\/4848914-wall-street-breakfast-podcast-japanese-yields-causing-tremors?source=feed_all_articles\" target=\"_blank\" rel=\"noopener\" rel=\"nofollow\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Listen below or on the go via Apple Podcasts and Spotify Carry-trade worries grow as Japen yields hit levels not seen since 2008. (0:15) Databricks is looking at a valuation of $134B. (1:36) Trump says he now knows who he\u2019ll pick as next Fed chair. (2:11) The following in an abridged transcript: A sharp jump in Japanese government bond yields to the highest levels since 2008 is rippling through global markets, stoking carry-trade concerns and weighing on risk assets. JGBs sold off after Bank of Japan Governor Kazuo Ueda telegraphed a rate increase this month. The 2-year yield, the most<\/p>\n","protected":false},"author":1,"featured_media":12765,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[42],"tags":[],"class_list":["post-12764","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Wall Street Breakfast Podcast: Japanese Yields Causing Tremors (undefined:USD:JPY) | ConnectWithFund<\/title>\n<meta name=\"description\" content=\"Listen below or on the go via Apple Podcasts and Spotify Carry-trade worries grow as Japen yields hit levels not seen since 2008. 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